HARISH PARWANI
*** ********** **, *** **. Jersey City. NJ 07302 / 6 Dublin Circle,
Burlington. MA 01803
Tel: +1-646-***-****. E-mail: ******@******.***
Summary: Sell -Side Equity Analyst
8+ years of total professional experience. Sell-side analyst with 3 years of
experience covering the technology sector. Current and previous coverage includes
Software and Services companies in US and Europe, EMS and Technology supply chain
companies in US, China and Taiwan. Strong financial analysis and modeling skills.
Holding NASD Licenses: Series 7, 63, 86 (exempt), and 87. Former Chess Champion.
US permanent resident. Fluent in English, Hindi and Danish.
Work Experience:
JEFFERIES & COMPANY INC., 2007 - present
New York, NY
Equity Research Analyst - Technology and Telecom
Industry Expertise: Enterprise Software and Services.
Provide coverage for stocks in the enterprise application software sector
including traditional CRM/ERP companies such as Oracle and SAP,
Software-as-a-Service (SaaS) providers such as Salesforce.com, RightNow and
Concur and design automation companies such as Autodesk, Ansys and PTC.
Maintain valuation framework for technology companies using P/E, P/FCF, EV/Sales,
EV/Maint., EV/EBITDA and DCF analysis.
Conduct peak-to-trough analysis and stress testing of company models.
Build and maintain relationships with company management, industry contacts and
internal and external clients.
Identify key drivers and implement valuation techniques to develop investment
ideas for clients.
CREDIT SUISSE SECURITIES (USA) LLC, 2002 - 2006
New York, NY
Assistant Vice President, Equity Derivatives
Liaised with Risk Management to obtain agreements on changes to valuation
processes and financial models.
Implemented strategic risk management tool for the Equity Derivatives Business,
instrumental in bringing cost per trade down by 20%.
Managed relationships and negotiated with stakeholders in the Front Office,
Middle Office and Back Office.
Managed risk reporting globally for Hong Kong, London and New York.
Technical Associate
Liaised with external vendors such as Microsoft, Computer Associates, IBM,
Egenera and EMC.
Analyzed technologies such as Blade Infrastructure and Virtualization and
suggested recommendations to management.
Supported the Mortgage and Monte Carlo Simulation Farms, which ran vital risk and
sensitivity analysis calculations for the firm.
CAPRI INFOSOFT (I) PRIVATE LIMITED, 1998 - 2000
Bombay, India
Founder and Chief Executive Officer
Founded Information Technology services company providing E-commerce consultancy
to Small and Medium size Enterprises.
Expanded the team size from 1 Employee to 15 Employees through internal
financing.
Developed Clientele in 8 countries generating revenues of $100,000+ per annum in
Indian Rupees.
Education:
NEW YORK UNIVERSITY
New York, NY
Graduate School and Leonard N. Stern School of Business
Master of Science in Information Systems, January 2002.
Member, Technology and New Media Group (TANG).
Relevant courses: IT and Strategy Management, Foundations of Finance, Corporate
Finance.
Web Designer for Opportunity, MBA newspaper at the Stern School of Business.
GOLDEN GATE UNIVERSITY, San Francisco
Bombay, India
School of Technology and Industry
Bachelors of Science in Computer Information Systems, Aug 2000. Major GPA 3.7
Core Courses: MIS, Software Engineering, System Analysis and Design, Project
Management.
UNIVERSITY OF BOMBAY
Bombay, India
Mithibai College of Commerce and Economics
Bachelors in Business Administration (Financial Accounting), June 1999
Rotary Youth Exchange Student to Denmark, 1996-97.
Captain, College Chess Team, 1997-99.
Courses: Macro and Micro Economics, Auditing, Financial Reporting, Financial
Accounting.
Additional:
Fluent in Hindi and Danish.
GRE Score: Math: 800 / 800. Analytical 800 / 800.
Member, Marshall Chess Club, New York.
Bombay (Now Mumbai) Under 18 Chess Champion, 1996
Financial systems knowledge: Bloomberg, FactSet, Reuters, Thomson Baseline,
BlueMatrix, Capital IQ.